Economic and Strategy Viewpoint
In this month's Economic viewpoint our economists review the major developments that impacted markets in 2015 including China growth, Federal Reserve rate speculation and geopolitical pressures, as well as previewing what investors can expect in 2016.
Some investors believe that rising interest rates are bad for equity markets. These infographics, however, show that historically in the year following the initial lift-off for rates equity markets have, on average, performed robustly.
Black Friday should be the highlight of the year for retailers, a chance to drive the punters through their doors and out again via their cashiers filling the coffers along the way, but in reality is Black Friday causing more pain than profit for the retail sector?
An overview of markets in October 2015, when equities posted strong positive returns amid hopes of more accommodative monetary policy from central banks.
As we move into the latter phases of the business cycle UK dividend growth looks likely to accelerate again. Matt Hudson, who heads up the Business Cycle Team at Schroders, explains what is driving this dividend recovery.
At our latest SchrodersLive event, Peter Harrison and Keith Wade focused on what recent events in China and the prospect of US interest rate rises mean for investors.